Purchases and Sales Made in Q2 2023 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q2 2023. The information is specifically focused on institutions that hold shares of COCA COLA CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.86K- 9.57% |
$111K - $120K
|
17.6K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.9K- 32.55% |
$113K - $122K
|
3.93K
$247K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.91K- 8.39% |
$114K - $123K
|
20.9K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.92K- 4.41% |
$114K - $123K
|
41.5K
$2.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.93K- 0.93% |
$115K - $124K
|
205K
$12.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.95K- 1.96% |
$116K - $125K
|
97.6K
$6.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.95K- 1.68% |
$116K - $125K
|
114K
$7.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.95K- 8.47% |
$116K - $125K
|
21.1K
$1.33M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.96K- 0.52% |
$117K - $126K
|
375K
$23.6M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.96K- 0.81% |
$117K - $126K
|
241K
$15.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 2.05% |
$117K - $126K
|
93.7K
$5.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.99K- 6.26% |
$118K - $128K
|
29.7K
$1.87M
|
|
|
Jul 10, 2023
Q2 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-2K- 1.16% |
$119K - $128K
|
170K
$10.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2K- 85.39% |
$119K - $129K
|
342
$21.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Broderick Brian C
|
SELL
|
- |
-2K- 27.47% |
$119K - $129K
|
5.28K
$332K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2.01K- 3.72% |
$120K - $129K
|
52.1K
$3.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.02K- 4.05% |
$121K - $130K
|
47.9K
$3.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.04K- 1.61% |
$121K - $131K
|
124K
$7.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-2.05K- 6.92% |
$122K - $132K
|
27.6K
$1.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.06K- 11.04% |
$123K - $132K
|
16.6K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.06K- 1.08% |
$123K - $133K
|
189K
$11.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.07K- 0.87% |
$124K - $133K
|
237K
$14.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.09K- 17.62% |
$124K - $134K
|
9.75K
$612K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.09K- 0.56% |
$125K - $134K
|
374K
$23.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.1K- 0.33% |
$125K - $135K
|
630K
$39.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-2.1K- 1.52% |
$125K - $135K
|
137K
$8.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-2.11K- 2.32% |
$126K - $135K
|
88.8K
$5.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.12K- 10.35% |
$126K - $136K
|
18.4K
$1.15M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.13K- 22.44% |
$127K - $137K
|
7.37K
$463K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.14K- 4.59% |
$127K - $137K
|
44.4K
$2.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-2.14K- 14.4% |
$128K - $138K
|
12.7K
$800K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 9.55% |
$128K - $138K
|
20.3K
$1.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.17K- 36.29% |
$130K - $140K
|
3.81K
$240K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.19K- 2.14% |
$130K - $141K
|
100K
$6.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.21K- 2.42% |
$132K - $142K
|
89.2K
$5.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.21K- 1.92% |
$132K - $142K
|
113K
$7.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.22K- 14.67% |
$132K - $143K
|
12.9K
$811K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2.22K- 31.59% |
$133K - $143K
|
4.81K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.27K- 2.77% |
$135K - $146K
|
79.5K
$5M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.32K- 4.21% |
$138K - $149K
|
52.6K
$3.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.33K- 26.18% |
$139K - $150K
|
6.56K
$412K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.33K- 1.66% |
$139K - $150K
|
138K
$8.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.34K- 20.65% |
$139K - $150K
|
8.98K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.35K- 32.26% |
$140K - $151K
|
4.94K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.35K- 0.75% |
$140K - $151K
|
313K
$19.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.37K- 12.55% |
$142K - $153K
|
16.5K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-2.38K- 29.0% |
$142K - $153K
|
5.83K
$366K
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.4K- 0.65% |
$143K - $154K
|
367K
$23M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.45K- 5.78% |
$146K - $158K
|
40K
$2.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.46K- 0.12% |
$146K - $158K
|
2.08M
$131M
|